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Preferred Bank
PFBC

Overview Fund Activity

102 hedge funds and large institutions have $229M invested in Preferred Bank in 2016 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 41 increasing their positions, 35 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
102
Holders Change
+3
Holders Change %
+3.03%
% of All Funds
2.73%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
11
Increased
41
Reduced
35
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$9.83M
2
BCM
BHZ Capital Management
California
$1.78M
3
MCM
Maltese Capital Management
New York
$6.05M
4
WCM
Wedge Capital Management
North Carolina
$970K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$11.4M

Top Sellers

1
BCM
Basswood Capital Management
New York
$18.5M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$2.27M
3
EI
EAM Investors
California
$0
4
Millennium Management
Millennium Management
New York
$1.28M
5
BC
Burney Company
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Allianz Asset Management
26
Allianz Asset Management
Germany
$1.84M -$181K -6,273 -9%
BCM
27
BHZ Capital Management
California
$1.78M +$1.16M +40,093 +185%
AQR Capital Management
28
AQR Capital Management
Connecticut
$1.76M -$261K -9,034 -13%
AllianceBernstein
29
AllianceBernstein
Tennessee
$1.72M +$25.3K +878 +1%
Charles Schwab
30
Charles Schwab
California
$1.5M – – –
BIM
31
BlackRock Investment Management
Delaware
$1.49M +$182K +6,318 +14%
California Public Employees Retirement System
32
California Public Employees Retirement System
California
$1.35M +$23.1K +800 +2%
Millennium Management
33
Millennium Management
New York
$1.28M -$427K -14,790 -25%
EA
34
Emerald Acquisition
Washington
$1.26M +$1.26M +43,808 New
NFA
35
Nationwide Fund Advisors
Ohio
$1.23M -$28K -968 -2%
MAM
36
Martingale Asset Management
Massachusetts
$1.18M -$57.1K -1,976 -5%
SFM
37
Systematic Financial Management
New Jersey
$1.17M +$106K +3,675 +10%
Invesco
38
Invesco
Georgia
$1.16M -$4.28K -148 -0.4%
CIC
39
Cornercap Investment Counsel
Georgia
$1.11M +$205K +7,105 +23%
CCM
40
Cadence Capital Management
Massachusetts
$983K -$22.5K -780 -2%
WCM
41
Wedge Capital Management
North Carolina
$970K +$970K +33,600 New
CCMH
42
Cornerstone Capital Management Holdings
New York
$904K +$254K +8,800 +39%
CIA
43
Capital Impact Advisors
Massachusetts
$903K – – –
Bank of America
44
Bank of America
North Carolina
$875K +$182K +6,310 +26%
Morgan Stanley
45
Morgan Stanley
New York
$841K -$318K -11,012 -27%
Deutsche Bank
46
Deutsche Bank
Germany
$834K -$68.3K -2,369 -8%
Wells Fargo
47
Wells Fargo
California
$787K -$21.5K -747 -3%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$781K -$133K -4,618 -15%
Two Sigma Investments
49
Two Sigma Investments
New York
$753K -$8.11K -281 -1%
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$735K +$19.9K +690 +3%
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